Financial Engines Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,138
| Closed | -$321K | – | 394 |
|
|
2024
Q2 | $321K | Buy |
4,138
+674
| +19% | +$52.3K | ﹤0.01% | 299 |
|
|
2024
Q1 | $249K | Buy |
+3,464
| New | +$249K | ﹤0.01% | 311 |
|
|
2023
Q4 | – | Sell |
-5,430
| Closed | -$351K | – | 337 |
|
|
2023
Q3 | $351K | Sell |
5,430
-172
| -3% | -$11.1K | ﹤0.01% | 228 |
|
|
2023
Q2 | $394K | Buy |
+5,602
| New | +$394K | ﹤0.01% | 225 |
|
|
2023
Q1 | – | Sell |
-3,095
| Closed | -$221K | – | 307 |
|
|
2022
Q4 | $221K | Buy |
+3,095
| New | +$221K | ﹤0.01% | 271 |
|
|
2022
Q3 | – | Sell |
-4,421
| Closed | -$315K | – | 304 |
|
|
2022
Q2 | $315K | Buy |
4,421
+362
| +9% | +$25.8K | ﹤0.01% | 248 |
|
|
2022
Q1 | $294K | Buy |
+4,059
| New | +$294K | ﹤0.01% | 258 |
|
|
2018
Q1 | – | Sell |
-251
| Closed | -$12K | – | 216 |
|
|
2017
Q4 | $12K | Buy |
+251
| New | +$12K | ﹤0.01% | 104 |
|